Pickering Energy Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Pickering Energy Partners LP reported 9 stock positions worth $4.6 million. Its top holding was Eqt (EQT) at 19.5% of the portfolio, followed by Expand Energy (EXE, 18.5%) and Sable Offshore (SOC, 12.5%). Compared with Q2 2025, it opened 2 new positions, added to 4 and reduced 2. The biggest buy was a new position in Antero Resources (AR) and the biggest sale Vistra (VST, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001979670
- Portfolio Value
- $4.6M (Q3 2025)
- SEC Filing
- 0001420506-25-003243 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $4.6M
| EQT Eqt Corp. | 19.48% | 16,300 | $887K | Add +32.5% |
| EXE Expand Energy Corp. | 18.55% | 7,950 | $845K | Add +33.6% |
| SOC Sable Offshore Corp. | 12.46% | 32,500 | $567K | Add +47.7% |
| VST Vistra Corp. | 12.05% | 2,800 | $549K | Reduce -44.0% |
| CEG Constellation Energy | 11.78% | 1,630 | $536K | Reduce -44.0% |
| AR Antero Resources Corp. | 10.69% | 14,500 | $487K | New |
| CRGY Crescent Energy Inc. Class A | 7.83% | 40,000 | $357K | Add +166.7% |
| CRK Comstock Resources Inc. | 4.35% | 10,000 | $198K | New |
| PR Permian Resources Corp. Class A | 2.81% | 10,000 | $128K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $36.0M | CRGY, VIST, SOC, SM, XOP |
| Q1 2026Amended | 19 | $49.0M | CRGY, SOC, TGS, XOP, SM |
| Q4 2025 | 10 | $25.6M | CRGY, EXE, EQT, SOC, AR |
| Q3 2025 | 9 | $4.6M | EQT, EXE, SOC, VST, CEG |
| Q2 2025 | 7 | $4.1M | VST, CEG, EQT, EXE, SOC |
| Q1 2025 | 13 | $6.8M | VG, SOC, EXE, EQT, BTU |
| Q4 2024 | 19 | $7.1M | XOP, FANG, PR, CRK, CRGY |
| Q3 2024 | 18 | $5.3M | FANG, PR, VTLE, NOVAQ, EQT |
| Q2 2024 | 27 | $91.0M | VTLE, PR, FANG, GUSH, TALO |
| Q1 2024 | 25 | $9.0M | PR, FANG, TALO, GUSH, NOVAQ |